Gold-Vision CRM Features

The GUI is the best feature - very good to use. Other aspects that are good are the ability to link accounts together and migrate contacts from one account to another.

Having to "page" in lists rather than scroll through them, especially in the quotes dialogue. That really annoying red "alerts" dialogue that crops up every couple of minutes - there really needs to be a way of cancelling that or at least making it less frequent.

We use GoldVision 8 CRM for all aspects of our customer management, sales processes (website lead qualification, quote generation and opportunity progression) and support ticketing. The system is very intuitive to use, provide good functionality ‘out of the box’, but also allows easy customization to match our internal processes.

A few of our business specific processes cannot be set up in the system, although most areas can be re-configured easily or via additional customization.

Thank you Alice for your fantastic review of Gold-Vision and the team. Kind regards, Zoe

Gold-vision has been flexible right from the start of our CRM integration, which is something that was key to us as we are part of a very unique industry. The integration with our software was smooth and despite having lots of bespoke items in our current software that could cause issues, the gold-vision team have found ways to marry the two systems harmoniously.

Nothing as yet although we have been using the CRM system for a while I feel like there is a lot more that we can learn to properly utilise it!

Hi Debbi, We are so pleased to receive your excellent review. I shall certainly pass on your positive comments to all teams at GV. Thank you, Zoe

Its a great way for multiple people, who all work remotely to access a single database where everything is stated and clear. The way the quote numbers, quote templates and the whole sales process is covered, has really helped us improve our overall efficiency. The email and calendar tracking is a useful feature and is a super way of gathering information. We really like the email marketing side of the software, which is something as a company is new to us. Since having Gold-Vision we have been able to send out multiple marketing emails a month to push our name and products further than ever before.

Before we updated to 8.0 the software was a little confusing and tricky to use. That said, the new version is far easier, with a colour coded approach its visually simpler.

Hi Adam, Thank you for you excellent review. We are really pleased to hear that Gold-Vision brings your teams together whilst working remotely and you find you have a great range of support tools should you and your team need it! Kind regards, Zoe

Being able to create speedy e-shots and mailshots, logging client literature and colour swatch requests, manually adding emails to a Company/Contact.

Limited number of Categories available - we have a lot of radiators available in many different colour options. However, I believe that Gold-Vision 8 has a resolution to this, so watch this space!

Hi Karen, Thank you so much for your excellent Capterra review. We are so pleased to hear that as a business you use all features of Gold-Vision, and you cannot recommend our product enough! With regards to categories Gold-Vision 8 introduces a new field type which offers multi select drop down options, and you can create as many of these as you need. We can also help you manage multiple fields from your current categories. Alternatively, categories can be extended but now offer colour options too in Gold-Vision 8. Kind regards, Zoe

The fact that just about every aspect of it is customizable. With the help of a very talented and conscientious team at GV we were able to re-create our entire project workflow system within Gold Vision with a seamless integration. The ability to easily navigate it is incredible, it's a very intuitive system.

It's inability at this time to interface with LinkedIn, although this may have changed or may be integrated at some point.

Hi Linda, Thank you for your brilliant 10 out of 10 review. We are thrilled to hear that we were able to develop an intuitive system that exceeds your expectations and provides you will full visibility across the board. Kind regards, Kim

Our company has found Gold-Vision to be a very useful tool in helping us stay organized and on task with our client base. It's very helpful to have project and client information on one platform where all users within our organization can access it at any given time. I would recommend this software to any company who is looking to get away from working with ten different spreadsheets across five different departments of their organization. Gold-vision is a one stop shop for task management and organization.

As of today we are one year into our Gold-Vision subscription and do not have anything bad to say about the platform.

Hi Matt, Thank you so much for your great review. It's good to hear that your overall experience with Gold-Vision has been great and our support team have been really helpful and quick to respond to your queries. Kind regards, Zoe

We needed a flexible system to suit our industry. Both [SENSITIVE CONTENT]and [SENSITIVE CONTENT]did a fantastic job explaining that their software could be modified to our needs. We ended up with a lot of bespoke work done and I'm pleased to say it suits our needs perfectly. The version 8 upgrade went smoothly and we love the new interface. We use Connect for email campaigns and are very happy with it.

As we have a highly bespoked system, when we have problems it can take a while to resolve.

Thankyou Stuart for such an amazing review! We are very pleased to hear Gold-vision is facilitates business requirements, and that you are happy with Connect. Kind Regards, Alex

Simple to configure to your businesses needs Very little customisation required Very cost effective solution Great company to deal with

Some shortcomings in the reporting / dash boards but the next release of the software is due to address most of these

Gold Vision allows each area to interact with others, creating an overall account management tool. The Esteiro support helpdesk work around our business requirements and offer tailored solutions at affordable rates.

The output of the graphical reporting and editing flexibility is limited. However, this can be overcome using additional software.

The connectivity, easy functionality and versatility. It was easy to implement and staff training is straightforward and supplemented by many choices of ongoing support via webinars, online help and supported telephone calls. All staff are so helpful and friendly delivering complex detail in a calm and efficient manner.

Reporting, I would like to choose fields from all interfaces to make a report - This is possible in the main but not overall and depends on where you have decided to lodge specific data

Gold Vison system & reporting can be fully customized which allows easy of access. New drag and drop features make uploading information/images much easier. The support team are always willing to help with any queries and are always quick to get back to you. Version 8 has recently been installed and it is much more user friendly. Training has always been excellent, Usmaan and team have always been flexible to suit our needs.

Can be time consuming to set up in the initial stages.

Thank you Louise for your fantastic review. It's great to hear that you find Gold-Vision easy to use and you're happy with how customisable it is. Thank you also for your excellent feedback about our training and support team - they'll be pleased to hear of your positive feedback. Kind regards, Zoe

The ability to add and remove fields Reporting on all modules / fields Dashboards Ease of use Admin console Support Ability to adapt the system to fit our needs

Personally I believe that the charts and graphs need further development, to show the amounts not just when you put your mouse over the chart. It would be useful to have a matching key / table to show the figures / amounts.

Email tracking works smoothly, in our years it has not fallen over or crashed once from internal errors. The training options and training material available for it is also credible.

The UI is looking a little dated and an ability to 'theme' or 'skin' it would be useful, some validation would be good to (i.e. stop people entering duplicate domain names)

Hi Gary - many thanks for your review and great to hear your positive experience for our support and product reliability. Gold-Vision 8 with new modern interface is due for release in the first half of 2018 and I will ask Usmaan to give you a sneak demo preview so you can see the great new UI which you will be able to update to seamlessly from your current Gold-Vision version. - Alison Turney

Simple to use, and easy access, mobile friendly

import tools are complicated - lead import has been tiresome

Hi Keely, Thank you for your great review and we are pleased to hear you find Gold-Vision simple to use! Kind regards, Zoe

Very logical to use. Good visuals Good support from the Support ticket system. Good training on site from Bashar has been easy to train others & sort out their issues have used the standard reports eg for Duplicate companies

Expected Jan, Feb, Mar etc to be in calendar order Didn't seem logical to get the Quotation emailed to the customer (sorted now) Expect to be able to get actual sales compared to forecast sales on the same graph It wasn't clear from the sales pitch that we had to input all the company & contact data from ACT! We all thought it would transfer from Sage using the Sage integration tool.

Thank you for your positive review about Gold-Vision and we are very pleased to hear of the great customer support you've received. We understand that our support team have been working with you with regards to your specific requirements, but should you need any further assistance, please get in touch as we are more than happy to assist.

Flexible and if you are IT savvy you can probably mostly build what you need. It does seem highly configurable if you know what you are doing which is probably a plus over other CRMS

Doesnt integrate with many other apps and platforms. Completely lacking basic CRM functions like a visible sales pipeline. No automatic mail and contact tracking like for example Hubspot. If you want to integrate with anything basic like a 3CX phone system we found the support obstructive and they want to charge you.

Thank you for taking the time to leave a review. In response to some of the points you have raised, we would like to highlight the full capabilities of our product. Integration is important. Therefore, we prioritise building links to tools where we believe customers will gain the best value, such as the Microsoft Office suite, accounting systems, website tracking, chat, and eSign, to name a few.    Gold-Vision...

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Automation of workflow - automatically setting up opportunities/quotes/projects with key activities means our team can start working directly. Customisation - we are able to develop UI design, dashboard, reports, etc. that enable users to tailor the system to their individual working practices whilst maintaining corporate processes. Third-party integration - we have integrated our system with SharePoint to provide direct interaction between documentation and contacts/activities. Marketing - we are able to directly create, monitor and report on e-marketing activities against specific customer/prospect groups or by product/service.

We currently have no issues with Gold-Vision.

Thank you for such a fantastic review Paul. We are very pleased Gold-vision is working well for you and your team. Kind regards, Alex

Integrated with our business easily and is now a go-to function for us in Customer Care. We use this regularly every day and is now used as our CRM for all customer contact with us. The ticketing system is excellent and the integration allows you to track your emails via the ticket reference to keep a record of all contact for each ticket. There is also a dashboard function which helps you to monitor and analyse incoming tickets and trends to report on.

There are still some more advanced features I would like to see from Goldvision in the future. This would include more advanced reporting for tickets, particularly for our Customer Care aspect and further integration with some of the other platforms we use would prove very handy too.

Hi Shaun, Thank you for your great review and we are so pleased to hear that Gold-Vision was the best overall package when seeking a better CRM. It's also great to hear that it is now your go-to function for your Customer Care to improve you service and customer management. Kind regards, Zoe

Loved the system before but with the V8 upgrades which gives the CRM a new look and feel to menus and tool bars / views etc, it's even easier to use and without any detriment to its' already great functionality. Whether you need the system for pre-sales (leads), opportunities, marketing or something else, every screen is tailor-able making user input screens relatable and provides the facility to include terminology and fields more relevant to your business. I've worked with Gold-Vision CRM now for the last 8 years and still love using every bit of it!

No 'cons' for me - we are happy with Gold-Vision

Hi Bev, A big thank you for your excellent review about Gold-Vision. It's great to hear that you find it to be the perfect CRM for marketing where you can create effective campaigns easily whilst learning from campaign reporting. Kind regards, Zoe

Gold-Vision CRM has had the same reaction with all users in our company. That is simply how flexible it is and how powerful it is. The pros start with the team behind it. All departments work together in the office and make sure they all get involved in areas of the product so they are making what the users need not what they think will be "cool". This means Gold-Vision is a system that has been built...

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Honesty, haven't found anything yet that we found that is a Con. When we have had an issue with have found a workaround, or checked our workflow to see if we have been doing things a way that can be made better.

Thank you Lee for your fantastic review. We're so pleased to hear that Gold-Vision helps everyone in Ambersphere Solutions work together and that you find our product not only simple to use, but flexible and powerful too. We're also happy to hear of the amazing training and support that you have received from our Gold-Vision teams. Kind regards, Zoe

Brings all our customer data into one place, quick and easy access for all users. Very easy to manage our GDPR compliance. Provides clear and accurate daily reports, which appear live on your own dashboard You can customise the software, which we've now done and it works much better for our business

Initially, it was over complicated, far to many steps and options on each screen Terminology was difficult to understand, which made keying data into some fields a challenge. People were putting the same data into different fields because they didn't understand the titles Over time, we have customised each screen and made the software work for our business

Thank you for your great review Helen. We're pleased to hear that with additional support and training you wouldn't be without Gold-Vision. To address your user interface point we would love to upgrade you to our latest version. Please do get in touch when you are ready. Many thanks, Zoe

From the start, it was made very clear that we could customise the software to suit our requirements, of all the CRM systems we have used this is definitely the one that best suits our requirements. Best of all everything is very intuitive so training new staff members is very simple.

The Sage plugin we use often takes far too long and it would be nice if we could automate this. We use the map view for a couple of lists and it would be nice if you could edit the records from this view.

Hi Rob, Thank you for your great review and I will pass your comments on to our team! Kind regards, Zoe

We have used Gold-Vision for 10 years now and like the fantastic support and the ease of use. The webinars are really useful and the online chat very good.

We don't use Gold-Vision to it's full potential because of problems we have integrating with our Accounts system (Exchequer) and our Email provider (IBM Notes). The parts of Gold-Vision we are using are great.

Hi Charlotte, thankyou so much for your review of Gold-Vision, we appreciate the kind words. As a long standing user of Gold-Vision, it is amazing to hear that you continue to feel supported, and that the system is still proving simplistic to use. Your account manager will be in touch to help you with your Exchequer Integration and IBM requirements. Kind Regards, Alex